See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,194 | $95,762-40.3% | $379,746-84.9% | $79,858-28.4% |
| Participation rate | 92.3% | 74.0%+18.3pp | 78.4%+13.9pp | 69.6%+22.7pp |
| Annual return | 16.34% | 18.26%-1.9pp | 34.90%-18.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,630 | $2,695-2.4% | $3,540-25.7% | $2,471+6.5% |
| Participant deferral / active EE | $5,581 | $4,705+18.6% | $6,024-7.3% | $3,740+49.2% |
| Admin fee / account holder | $3,814 | $6,745-43.4% | $7,927-51.9% | $5,306-28.1% |